Clear Harbor Asset Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-5,756
| Closed | -$290K | – | 273 |
|
|
2018
Q2 | $290K | Hold |
5,756
| – | – | 0.05% | 193 |
|
|
2018
Q1 | $300K | Hold |
5,756
| – | – | 0.06% | 177 |
|
|
2017
Q4 | $286K | Hold |
5,756
| – | – | 0.05% | 191 |
|
|
2017
Q3 | $270K | Buy |
+5,756
| New | +$270K | 0.05% | 196 |
|
|
2016
Q2 | – | Sell |
-7,610
| Closed | -$253K | – | 274 |
|
|
2016
Q1 | $253K | Buy |
+7,610
| New | +$253K | 0.06% | 191 |
|
|
2015
Q2 | – | Sell |
-7,610
| Closed | -$297K | – | 313 |
|
|
2015
Q1 | $297K | Buy |
+7,610
| New | +$297K | 0.06% | 220 |
|